Chad Safier is a registered investment advisor at Oxford Wealth Group, LLC, based in Orlando, FL, with 9 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 646 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
Oxford Wealth charges a percentage of your portfolio each year for investment advice, ranging from 0% to 2%. The specific fee is based on the average daily value of your investments and is deducted monthly. All clients who retain Oxford Wealth for investment advisory services will be assessed a one-time planning fee at the start of the relationship. The fee is negotiated in advance with each client and will be based on such factors as the complexity of the client’s financial situation, nature of the services to be provided, estimate of the time needed to complete the project and their overall relationship with our firm.
Location
111 N. Orange Avenue, Suite 775, Orlando, FL, 32801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Oxford Wealth Group, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Edward Jones
Edward JonesBroker
State Registrations1 state
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